Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- The A350, Part 3: The A350-800 versus A330-900 January 28, 2021
- “I’m sure glad 2020 is in the rear view mirror.”–David Calhoun, Boeing CEO January 27, 2021
- Update 1: Big loss for 2020 for Boeing; $6.5bn charge for 777X-delivery now late 2023; 737 MAX cleared by EASA January 27, 2021
- Boeing’s production plans January 26, 2021
- Pontifications: Airbus slows A320 production ramp up; widebody rates squishy January 25, 2021
HOTR: What Delta and Qatar Airways have in common
By the Leeham News team Oct. 6, 2020, © Leeham News: Apart from a few exceptions, airlines have had to take steep losses since the beginning of the COVID-19. The pain is compounded for two major airlines: Delta… Read More
A lost decade for aircraft manufacturers, suppliers
Subscription Required By Judson Rollins, Bjorn Fehrm & Scott Hamilton Sept. 21, 2020, © Leeham News: Commercial aviation is facing a lost decade due to COVID. Yes, most forecasts target 2024-2025 as returning to 2019 passenger traffic and… Read More
Restoring capacity with the A330ceo or A330neo, Part 3
Subscription Required By Vincent Valery Introduction July 2nd, 2020, © Leeham News: In the previous section, we saw that low lease rates on Airbus A330-200s could hurt demand for the newer and more fuel-efficient A330-800. Sell-lease back transactions… Read More
Better to bring capacity back with a 777X or 777-300ER
Subscription Required By Vincent Valery Introduction April 30, 2020, © Leeham News: The travel restrictions implemented in the aftermath of the COVID-19 outbreak lead to an unprecedented collapse in global passenger traffic. These travel restrictions should remain in… Read More
Restarting credit markets
Subscription Required By Vincent Valery Introduction April 13, 2020, © Leeham News: Companies across the globe moved quickly to draw down credit facilities or arrange new debt to get through the economic disasters brought on by COVID-19, the… Read More
Pontifications: Airlines, OEMs step up in virus crisis
April 13, 2020, © Leeham News: There are plenty of stories and photos floating around the Internet about airlines flying empty or nearly so. Schedules have been pared back up to 95% across the globe. Spot-check Flightradar24 at… Read More
Why bailouts make sense under these circumstances
By Scott Hamilton Commentary March 18, 2020, © Leeham News: The Federal government is preparing a bailout, said to be more than $1 trillion, to pump into the US economy. Airlines want $50bn. Boeing wants $60bn for the… Read More
US carriers not at imminent risk of bankruptcy despite potential shutdown
By Judson Rollins March 16, 2020, © Leeham News: Throughout Sunday afternoon and evening, reports – all unconfirmed – began to emerge in the US that as early as today, the Trump administration may announce a suspension of… Read More
An upcoming shakeup in European skies
By Vincent Valery Introduction Mar. 3, 2020, © Leeham News: After the 2012-2014 European sovereign debt crisis, passenger traffic grew briskly in Europe. The expansion of low-cost airlines, combined with increasing passenger traffic from Asia, contributed to this… Read More